david: looking at comcast, at&t, to me that sounds like a bullish economy, that is an economy ready to get going again. talking about the telecoms, honeywell, am i right, do you think the economy is on the verge of doing better than it has been? which is minimal at best. >> sort of try to capitalize on the growth in the worldwide air-traffic but comcast has seen an improvement in the market, the cord cutting phenomenon people were so worried about with the cable business has not happened when the mother's good growth in wireless. the iphone will hurt the market in the next couple of quarters, but also get a nice price increasing driving revenues in 2013 and 2014. it ithis mostly a defensive plad the company is a little bit better way to play worldwide air-traffic growth. david: thank you, gentlemen. sandra: jpmorgan and wells fargo kicking off earnings. who will come out on top this quarter? former cfo tells us which names you should buy ahead of the results. david: the price of oil is up almost 19% since june. what stocks will gush higher if they do? joining us. sandra: a new study sh